Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$55M
3
+$24.7M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$18.8M
5
MSFT icon
Microsoft
MSFT
+$18.5M

Top Sells

1
+$39.5M
2
+$21.5M
3
+$7.42M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.91M
5
HD icon
Home Depot
HD
+$4.68M

Sector Composition

1 Technology 12.31%
2 Healthcare 4.51%
3 Financials 3.73%
4 Consumer Discretionary 3.68%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$391K ﹤0.01%
9,002
+454
552
$391K ﹤0.01%
3,309
-1,114
553
$391K ﹤0.01%
8,555
-489
554
$391K ﹤0.01%
3,811
+261
555
$390K ﹤0.01%
2,498
-1,744
556
$390K ﹤0.01%
+4,408
557
$390K ﹤0.01%
2,386
+41
558
$388K ﹤0.01%
+2,936
559
$387K ﹤0.01%
7,770
+606
560
$385K ﹤0.01%
4,124
+338
561
$385K ﹤0.01%
6,866
+1,310
562
$384K ﹤0.01%
+3,998
563
$383K ﹤0.01%
4,823
+372
564
$382K ﹤0.01%
17,688
-1,350
565
$380K ﹤0.01%
+8,091
566
$379K ﹤0.01%
+9,000
567
$379K ﹤0.01%
24,054
-1,730
568
$375K ﹤0.01%
175
+11
569
$375K ﹤0.01%
1,112
-93
570
$374K ﹤0.01%
2,671
-200
571
$374K ﹤0.01%
4,684
-1,636
572
$374K ﹤0.01%
+21,680
573
$373K ﹤0.01%
+3,836
574
$373K ﹤0.01%
1,691
+11
575
$372K ﹤0.01%
+10,586
21 22
23
24 25